How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Mechanics Bank Department

13F Portfolio OverlapQ2 2026Mechanics Bank Department portfolio →

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Most similar hedge funds by 13F overlap

Mechanics Bank Trust Department is an institutional investor managing $808M across 211 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mechanics Bank Department are PEDDOCK ADVISORS, Somerset, BRADY FAMILY WEALTH, with shared positions in $MDY, $PWR, $KLAC, $MCK, $MCD, $LOW. The full ranking of 25 similar funds is below.

#1PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$MDY $PWR $KLAC $MCK $MCD $LOW

$501M

165 positions

#2Somerset Trust CoPassive

Some overlap · 6 shared positions

$MCD $ROST $ABT $BLK $ADP $LOW

$354M

186 positions

#3BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$MCD $APH $ABT $BLK $ADP $LOW

$346M

113 positions

#4Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$MCD $KLAC $APH $ABT $BLK $LOW

$686M

532 positions

#5Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MDY $PWR $KLAC $MCK $LOW

$489M

619 positions

#6First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$MCD $APH $ABT $BLK $ADP $LOW

$1.4B

73 positions

#7Tandem Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$MCD $RSG $APH $ABT $BLK

$1.5B

68 positions

#8ICW Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $ROST $APH $ABT $ADP

$286M

144 positions

#9Brown Financial Advisors

Some overlap · 5 shared positions

$MCD $PWR $APH $ABT $LOW

$286M

212 positions

#10DEARBORN PARTNERS LLCActive

Some overlap · 5 shared positions

$MCD $RSG $APH $ABT $ADP

$1.8B

269 positions

#11Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$MCD $KLAC $ABT $BLK $ADP

$1.1B

204 positions

#12NBT BANK N A /NYPassive

Some overlap · 5 shared positions

$MCD $MDY $ABT $ADP $LOW

$1.5B

1,069 positions

#13GHE, LLCSmart money

Some overlap · 5 shared positions

$MCD $MDY $ADP $LOW $ABT

$265M

57 positions

#14Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MCD $KLAC $MCK $ABT $LOW

$297M

103 positions

#15DAVIDSON TRUST COPassive

Some overlap · 5 shared positions

$MDY $ABT $MCD $ADP $LOW

$256M

190 positions

#16RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 5 shared positions

$MCD $APH $ABT $BLK $ADP

$794M

188 positions

#17CGN Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $KLAC $APH $MCK $BLK

$1.4B

322 positions

#18Henshaw Capital LLCActive

Some overlap · 4 shared positions

$MDY $MCD $BLK $ADP

$3.1B

160 positions

#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$MCD $KLAC $BLK $ADP $LOW

$390M

103 positions

#20Caldwell Trust CoPassive

Some overlap · 4 shared positions

$MDY $MCD $PWR $BLK

$1.2B

811 positions

#21JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$MCD $KLAC $APH $ABT $ADP

$4.1B

83 positions

#22Eldridge Investment Advisors, Inc.Active

Some overlap · 4 shared positions

$MDY $MCD $MCK $ABT

$505M

163 positions

#23ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MDY $MCD $ABT $LOW

$248M

96 positions

#24KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$MCD $APH $ABT $ADP $LOW

$1.5B

228 positions

#25Ascent Wealth Partners, LLCActive

Some overlap · 4 shared positions

$MDY $PWR $KLAC $APH

$1.0B

200 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.